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2023-03-25

[呆住]

Wang Xing responds to competition with Douyin: Meituan is confident in maintaining its advantage

3月24日，美团发布了2022年全年财报。财报电话会上，美团创始人王兴回答了多个问题。对于与抖音等平台竞争的问题上，王兴表示，“美团在骑手、运营网络和商户质量方面都非常有信心。其他的一些平台，目前主要

Wang Xing responds to competition with Douyin: Meituan is confident in maintaining its advantage

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At the earnings conference call, Wang Xing, founder of Meituan, answered multiple questions. Regarding the issue of competition with platforms such as Douyin, Wang Xing said, \"Meituan is very confident in the quality of riders, operating networks and merchants. At present, some other platforms mainly provide some scheduled delivery for the next day. This model has limited impact on us, and consumers' expectations are also different. We can meet the needs of users in different consumption scenarios. In instant food delivery, the efficiency of transactions is very important, and the transaction efficiency of some short video platforms will be relatively low, so it is different...</p><p><a href=\"https://www.yicai.com/news/101711598.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wang Xing responds to competition with Douyin: Meituan is confident in maintaining its advantage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWang Xing responds to competition with Douyin: Meituan is confident in maintaining its advantage\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2023-03-24 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On March 24, Meituan released its 2022 full-year financial report. At the earnings conference call, Wang Xing, founder of Meituan, answered multiple questions. Regarding the issue of competition with platforms such as Douyin, Wang Xing said, \"Meituan is very confident in the quality of riders, operating networks and merchants. At present, some other platforms mainly provide some scheduled delivery for the next day. This model has limited impact on us, and consumers' expectations are also different. We can meet the needs of users in different consumption scenarios. In instant food delivery, the efficiency of transactions is very important, and the transaction efficiency of some short video platforms will be relatively low, so it is different...</p><p><a href=\"https://www.yicai.com/news/101711598.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101711598.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f3a05733d20d0d816a643f8d41697d2","relate_stocks":{"LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1575":"同股不同权","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - 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Greater China A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD"},"source_url":"https://www.yicai.com/news/101711598.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321164551","content_text":"3月24日，美团发布了2022年全年财报。财报电话会上，美团创始人王兴回答了多个问题。对于与抖音等平台竞争的问题上，王兴表示，“美团在骑手、运营网络和商户质量方面都非常有信心。其他的一些平台，目前主要提供一些第二天的预定外送，这样的模式对我们的影响有限，消费者的预期也有所不同。我们可以在不同的消费场景中满足用户的需求。在即时外卖中，交易的效率非常重要，一些短视频平台的交易效率会比较低，所以有所不同。”王兴同时表示，在短视频平台上，不少商家因为流量成本等原因投放广告，成本效益会高一些。但是美团建立了非常广阔的网络，能够去满足更大的需求尤其是峰值时的外卖需求。美团的运营网络未来会更可靠、更高效，因此外卖业务在未来有着进一步的增长潜力。美团对于所占有的领先地位具有信心，会继续在外卖以及商户网络中占有竞争优势，也会进一步优化市场战略，通过不同的市场营销战略提供产品，更好地满足消费者日益广阔的商品和服务需求。到店业务竞争方面，王兴认为美团也有着差异化的竞争优势。王兴表示美团已经有近10年的经验，平台也积累了大量的高质量商户，拥有不同的本地服的品类，美团也不断加强消费者的心智，为消费者提供效益最好的商品和服务。王兴表示，去年的疫情给到店业务带来了负面影响。随着消费复苏，消费者持续在平台上搜索新的商家和新的服务，并且复苏速度非常快，美团在线的渗透率也会继续提升。消费者在美团平台上的商户浏览记录也不断增加。在新的竞争环境中，美团会不断提高覆盖率以及服务水平，同时推出针对消费者的刺激措施，加强消费者对平台的忠诚度。此外，美团也会渗入低级城市，吸引更多的消费者。今年美团会关注协同增效，实现到店和线上业务两者之间的相互作用，美团有信心长期保持自己的领先地位。对于今年在海外市场的扩张计划，王兴回应称“中国香港是我们的第一站，目前为止我们还没有其他的扩张计划。美团在扩张上比较有耐心，我们选择香港是因为香港是一个多语言的环境，但是饮食习惯又和中国大陆非常类似，因此在国际拓展上香港是一个适合尝试的地方，每一个市场的成功都取决于我们是否了解当地的商业模式和商业情况，所以对于香港这个市场，我们会继续提升运营。同时强调我们对于海外业务非常审慎，长期看可能也会拓展到别的市场，但现在还不是我们的关注重点。另外我们很快会在香港推出更多的服务。”在消费复苏的话题上，王兴表示美团注意到意旅游业复苏非常快，“在今年春节，我们看到像三亚、珠海、厦门等目的地的旅游者数量快速增加，而美团酒店预定和去年春节相比有40%的增长，在2023年的前两个月酒店的GTV出现了60%的同比增长，美团也看到了平均客单价也在提升。”此外，美团观察到外卖行业的复苏在2月进一步加快，到店消费也回到了高增长的轨道中。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2032,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}